Welcome to the
TDA4advisors Blog

We are excited to share a collection of relevant, timely, and insightful articles that can help you grow and strengthen your business. TD Ameritrade and leading industry experts will be contributing their unique perspectives on the challenges and opportunities that RIAs are facing today. Thank you for joining our community and we look forward to connecting with you!

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  • by Kate Healy
  • Managing Director, Generation Next, TD Ameritrade Institutional

AdvoKate: Busy year for an #RIANextGen rising star

When Trinity Wealth Management’s Marjorie Wentz packed her bags and flew out to San Diego from the East Coast for National LINC 2017, little did she know that 20 miles away at Philadelphia’s Temple University, Financial Planning Junior, Kelly Bradley, was doing the same thing.

Marjorie’s plan: Do some networking, hear the latest from TD Ameritrade Institutional leadership, investigate new technology, participate in some breakout sessions….pretty standard conference activities.

Kelly’s plan: Lay the groundwork to score the right internship.

Marjorie Wentz, Wealth Advisor, Trinity Wealth Management; Kelly Bradley, Financial Planning Associate, Trinity Wealth Management

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  • by Kate Healy
  • Managing Director, Generation Next, TD Ameritrade Institutional

AdvoKate: The window is open!

After a long winter, including too much late-season snow here in the northeast, it’s finally time to open the windows: both the actual windows that let in the fresh air and, my favorite, the RIA NextGen scholarship and grant application windows that usher in a fresh crop of RIA talent.

For the sixth year, TD Ameritrade Institutional will award twelve $5,000 scholarships to deserving and talented students, with two that focus on diversity. Plus, two grants will be awarded to universities that demonstrate a commitment to educating the industry’s future financial professionals:

  • One $50,000 grant to a university with an established program
  • One $25,000 grant to a university with an emerging program

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  • by Kate Healy
  • Managing Director, Generation Next, TD Ameritrade Institutional

AdvoKate: #PressforProgress on March 8

We hosted a very special guest at this year’s National LINC — “Fearless Girl .”  While it was fun to watch attendees take selfies and gain inspiration from her, I realized that what you see in her depends a lot on your point of view.

I’m proud of my career and I have forged my own path, but looking at her reminded me how grateful I am of the support I’ve had along the way. From my parents who made sure I knew I could be whoever I wanted to be— to wonderful mentors and managers and friends who en-courage me still today. I don’t have to always be fearless, because I know a lot of people have my back.

In support of fearless girls everywhere, join me for my first Twitter chat on International Women’s Day, Thursday, March 8, where we’ll talk about what we can do to support more women in the industry.

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